What are the trade-offs between tolling, floor agreements and merchant exposure? What does each structure protect against, where does the basis risk lie?
- Why prices were so low this winter and what it means for merchant revenue assumptions going forward
- Transmission Network Use of System (TNUoS) exposure and system constraints: how location-specific charges and curtailment are affecting trading Profit and Loss (P&L)
- Skip rates and volatility: how market interference is undermining the predictability that investors need
- What does the revenue outlook for a two-hour asset look like in 2030, and should the industry be building four-hour now to avoid stranding risk?
